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Hi Kent,
Because of the way QBO works, it is not actually possible to delete a customer. They are simply made inactive and marked as "(deleted)".
The only way I can think to fix this would be to figure out the RecordIDs for the Customers you imported and use the Import/Export Tool to mass-update them all, changing their names to ...
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Is there a way to create a read only calendar for clients to view in the portal ?
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That is just one of the issues I am having, unfortunately. But if that if that particular problem is something that I could speak with support staff, I will do that.
I will try calling to speak with the support team this afternoon. and hopefully I can get the other problems sorted out as well.
Thanks Justin
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Lisa,
If you've added the Currency dropdown to the screen and it's not showing any values, it could be a sync issue. At that point it would be a support issue and we can help you over the phone.
Is that the issue, or is it something else?
- Justin
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It is a question on customization, Justin. It's hard to know if it is right to purchase a product if we can't customize it and we can't get proper help to customize it unless we pay for it. It is difficult to explain everything in a forum.
It just seems like if we are going to pay upwards of $200+ a month we need to ...
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Lisa,
Please give our support line a call at 1.888.925.6238 x.2 and one of us will be happy to take a look, however please keep in mind that if it's an error with the customization we will be limited in what we can do.
- Justin
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Hi Justin, as I am new to this I don't feel comfortable doing that, could I speak with you over the phone please?
Thanks
Lisa
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Hi Lisa,
If you'd like me to take a quick look, go to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking ...
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Getting the dropdown worked...but currencies didn't show up.
I think it is just our QB - I think we just need to do it manually.
Thanks.
Lisa
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Hi Marcelo,
What if there are multiple records matching this condition? For example, if the highest number of hours for any record is 10, but there are 3 records that have 10 hours. What would you like to do in that situation?
Let me know.
- Justin
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